MISSION WEALTH MANAGEMENT, LP - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 10 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$18,157,414
-0.8%
599,650
+3.6%
0.68%
-2.3%
Q2 2023$18,310,145
+7.9%
578,885
+7.4%
0.69%
-2.5%
Q1 2023$16,966,326
+12.1%
538,956
+7.1%
0.71%
-1.9%
Q4 2022$15,128,960
+15.3%
503,125
+6.1%
0.72%
+4.2%
Q3 2022$13,125,000
-4.7%
474,350
+11.2%
0.70%
-4.0%
Q2 2022$13,777,000
+4.7%
426,389
+19.0%
0.72%
+19.1%
Q1 2022$13,158,000
+3.5%
358,226
+12.0%
0.61%
+6.3%
Q4 2021$12,710,000
+9.5%
319,756
+14.2%
0.57%
-3.2%
Q3 2021$11,603,000
+1.5%
280,002
+10.6%
0.59%
-2.5%
Q2 2021$11,431,000
+15.3%
253,170
+10.6%
0.61%
+5.4%
Q1 2021$9,913,000
+19.4%
228,882
+15.7%
0.58%
+10.6%
Q4 2020$8,304,000
+51.2%
197,799
+28.2%
0.52%
+26.5%
Q3 2020$5,493,000
+7.2%
154,246
-3.4%
0.41%
-7.0%
Q2 2020$5,124,000
+41.7%
159,718
+20.9%
0.44%
+10.8%
Q1 2020$3,616,000
-10.4%
132,110
+17.6%
0.40%
+2.8%
Q4 2019$4,037,000
+33.1%
112,366
+20.6%
0.39%
+19.8%
Q3 2019$3,032,000
+11.2%
93,208
+16.2%
0.32%
+5.9%
Q2 2019$2,727,000
+17.4%
80,218
+17.7%
0.31%
+13.3%
Q1 2019$2,323,000
+34.5%
68,183
+21.1%
0.27%
+20.0%
Q4 2018$1,727,000
+42.8%
56,300
+55.3%
0.22%
+41.5%
Q3 2018$1,209,000
+111.7%
36,255
+113.8%
0.16%
+89.3%
Q2 2018$571,000
+120.5%
16,958
+395.6%
0.08%
+100.0%
Q1 2018$259,0003,4220.04%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Round Table Services, LLC 251,999$8,584,0002.96%
Ellevest, Inc. 221,062$4,913,0002.34%
CWM, LLC 5,327,081$240,518,0001.92%
Private Ocean, LLC 160,431$5,465,0001.49%
OXFORD FINANCIAL GROUP, LTD. LLC 108,853$3,708,0001.32%
Varma Mutual Pension Insurance Co 1,875,000$63,806,0001.13%
Connecticut Wealth Management, LLC 78,429$2,672,0000.92%
NOTTINGHAM ADVISORS, INC. 174,622$5,948,0000.86%
White Lighthouse Investment Management Inc. 38,390$1,308,0000.60%
Litman Gregory Wealth Management LLC 62,193$2,118,0000.58%
View complete list of ISHARES INC shareholders